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Anthony Layton MBA, CIM

Chairman & CEO, Portfolio Manager

Peter Guay MBA, CFA

Portfolio Manager
Contact
  • T514.875.7566 x 224
  • 1.800.875.7566
  • F514.875.9611
  • Place Alexis Nihon
  • 3400 de Maisonneuve Ouest,
    Suite 1501
  • Montreal, Quebec H3Z 3B8

How To Start Your End-Of-Year Financial Housekeeping

While you’re getting your home ready for the holidays, it’s also a good time to do a little financial housekeeping. What I mean by that is to take a couple hours to go over your important documents to make sure they’re completely up to date.